See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,005 | $108,642-94.5% | $74,701-92.0% | $152,861-96.1% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.4%-65.8pp |
| Annual return | 13.02% | 114.06%-101.0pp | 752.92%-739.9pp | 345.32%-332.3pp |
| Employer contribution / active EE | $188 | $1,503-87.5% | $1,084-82.7% | $4,762-96.1% |
| Participant deferral / active EE | $376 | $2,712-86.1% | $1,964-80.9% | $5,850-93.6% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |